MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,145,160 $116M 0.01% -285,276 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,012,799 $76.4M 0.16% -40,592 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,514,305 $57.4M 0.01% +314,226 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,653,339 $33.7M 0.01% 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,619,843 $33.3M 0.01% +774,922 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,998,653 $25.4M 0.01% -349,664 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,848,358 $23.5M 0.43% -67,694 13F-HR/A Timeline KAYNE ANDERSON CAPITAL ADVISORS LP More: the full row for KAYNE ANDERSON CAPITAL ADVISORS LP 1,614,122 $20.5M 0.48% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,463,508 $18.6M <0.01% +23,699 13F-HR Timeline Group STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 1,175,509 $14.9M 1.94% +19,004 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,002,248 $12.7M 0.01% +93,190 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 888,873 $11.3M 3.94% -14,559 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 879,250 $11.2M 0.05% -27,742 13F-HR Timeline Group ZAZOVE ASSOCIATES LLC More: the full row for ZAZOVE ASSOCIATES LLC 676,943 $8.6M 0.83% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 603,972 $7.68M 0.02% +30,806 13F-HR/A Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 513,512 $6.53M 0.81% -27,337 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 496,704 $6.31M 0.05% +4,039 13F-HR Timeline Group Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 463,080 $5.89M 1.68% +132,850 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 452,979 $5.76M 0.11% +30,509 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 444,114 $5.64M 0.01% +10,085 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 381,188 $4.84M 0.23% -23,723 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 341,512 $4.34M 0.03% +121,198 13F-HR Timeline Group Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 321,240 $4.08M 1.31% +75,683 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 319,433 $4.06M 0.14% new 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 306,526 $3.9M 0.52% -2,348 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 300,789 $3.82M <0.01% +17,569 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 295,665 $3.76M 1.7% -13,217 13F-HR Timeline TSP Capital Management Group, LLC More: the full row for TSP Capital Management Group, LLC 270,675 $3.44M 1.17% -2,575 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 261,354 $3.32M 0.19% +42,534 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 228,706 $2.91M 0.01% +76,472 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 228,426 $2.9M 0.15% +17,238 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 214,795 $2.73M 0.55% -3,577 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 210,888 $2.68M 0.04% +16,603 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 191,283 $2.5M 0.26% -2,350 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 195,408 $2.48M 0.24% +4,838 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 191,742 $2.44M 0.25% -2,909 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 163,362 $2.08M 0.97% -1,032 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 157,972 $2.01M 0.02% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 146,563 $1.86M 0.03% -1,743 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 145,559 $1.85M 0.16% +1,120 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 138,370 $1.76M 0.04% -850,986 13F-HR Timeline Group Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 132,661 $1.69M 0.47% +107,933 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 131,026 $1.67M 0.1% +81,622 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 125,879 $1.6M -2,196 Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 121,781 $1.55M 0.04% +33,029 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 121,617 $1.55M 1.29% 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 116,201 $1.48M <0.01% -5,831 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 113,839 $1.45M 0.05% -15,267 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 113,395 $1.44M 0.02% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 112,146 $1.43M <0.01% +5,468 13F-HR Timeline Group BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 112,020 $1.42M 0.65% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 109,686 $1.39M <0.01% +19,668 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 100,706 $1.28M 0.08% -42,957 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 99,239 $1.26M 0.01% -21,513 13F-HR/A Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 97,435 $1.24M <0.01% +22,111 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 97,272 $1.24M 0.5% +3,673 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 92,448 $1.18M 0.18% 0 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 91,134 $1.16M 0.36% +71 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 90,724 $1.15M 0.01% +2,339 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 89,996 $1.14M 0.15% +3,414 13F-HR Timeline Quantedge Capital Pte Ltd More: the full row for Quantedge Capital Pte Ltd 84,694 $1.08M 0.39% -284,800 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 83,967 $1.07M 0.02% -5,000 13F-HR Timeline Group Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 76,825 $1M 0.96% 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 75,495 $960K 0.35% -1,120 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 75,005 $953K 0.03% 0 13F-HR Timeline Group CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 73,526 $935K 0.41% 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 73,249 $931K <0.01% +858 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 72,547 $922K 1% -4,130 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 72,360 $920K 0.28% +31,906 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 69,261 $880K 0.04% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 67,386 $856K <0.01% -1,815 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 67,294 $855K <0.01% +5,075 13F-HR Timeline Group BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 66,954 $851K 0.29% +12,750 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 63,210 $803K 0.06% +750 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 60,875 $774K 0.05% -14,855 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 60,838 $773K <0.01% -6,959 13F-HR/A Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 59,964 $762K 0.08% -221,256 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 61,200 $747K 0.11% 0 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 58,480 $743K <0.01% +11,245 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 57,207 $727K <0.01% +2,533 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 54,553 $708K 0.08% -6,882 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 55,386 $704K 0.05% +389 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 54,434 $692K 0.04% -334 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 52,040 $661K 0.17% +1,000 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 51,732 $658K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 50,086 $637K <0.01% -9,211 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 48,616 $618K <0.01% +1,169 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 47,612 $605K 0.01% +2,343 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 46,838 $595K <0.01% +15,464 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 46,734 $594K <0.01% +1,842 13F-HR Timeline Group Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 46,225 $588K 0.05% -500 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 45,962 $584K <0.01% +820 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 43,977 $572K 0.02% +6 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 44,773 $569K 0.05% 0 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 42,953 $546K 0.03% -42,822 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 42,450 $540K <0.01% +4,996 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 41,425 $527K 0.01% -250 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 39,114 $497K <0.01% -18,670 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 38,146 $485K 0.17% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 37,701 $479K 0.34% 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 37,512 $477K 0.02% +60 13F-HR Timeline Group Parkside Investments, LLC More: the full row for Parkside Investments, LLC 35,754 $454K 0.07% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 35,683 $454K 0.01% +8,083 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 35,000 $445K 0.17% -5,500 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 34,479 $438K 0.02% -1,500 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 32,593 $437K <0.01% -11,820 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 33,603 $427K <0.01% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 33,401 $425K 0.13% -300 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 33,220 $422K 0.01% -4,758 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 32,784 $417K 0.14% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 32,266 $409K 0.01% +874 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 32,000 $407K <0.01% +16,000 13F-HR Timeline Group Argentarii, LLC More: the full row for Argentarii, LLC 31,674 $403K 0.2% 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 31,634 $402K <0.01% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 31,583 $401K 0.03% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 30,778 $391K <0.01% -2,993 13F-HR Timeline Group PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 30,267 $385K 0.14% +3,088 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 29,373 $383K 0.02% +11 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 29,552 $376K 0.01% +13,878 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 27,819 $354K <0.01% -3,588 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 26,993 $343K 0.03% -200 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 26,818 $341K 0.13% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 25,867 $337K 0.01% +313 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 26,382 $335K <0.01% -19,752 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 25,350 $322K 0.29% 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 25,143 $320K 0.27% 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 24,748 $315K <0.01% -3,065 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 30,000 $310K 0.04% 0 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 23,863 $303K <0.01% -61,916 13F-HR Timeline Group Leisure Capital Management More: the full row for Leisure Capital Management 23,290 $296K 0.12% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 22,966 $292K 0.17% 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 22,718 $289K 0.01% +250 13F-HR Timeline Group Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 22,378 $284K 0.15% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 21,302 $283K 0.13% 0 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 22,085 $281K 0.05% -8,231 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 21,442 $273K <0.01% -35,599 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 20,954 $266K <0.01% +540 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20,794 $264K <0.01% +1,812 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 20,380 $259K 0.01% +380 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 20,100 $255K 0.13% +8,600 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 19,718 $251K 0.14% 0 13F-HR/A Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 22,767 $250K 0.23% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 19,398 $247K 0.03% +223 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 18,552 $236K 0.03% +2,432 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 18,239 $232K <0.01% new 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 18,067 $230K 0.09% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 17,100 $217K 0.04% +3,750 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 17,002 $216K 0.17% 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 16,725 $213K new Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,509 $210K <0.01% +2,090 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 16,371 $208K 0.06% -1,093 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16,198 $206K 0.01% -128 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 16,173 $206K 0.14% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 15,018 $191K 0.01% -4,725 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,739 $187K <0.01% -9,354 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,169 $180K <0.01% +108 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 13,269 $178K 0.02% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 13,250 $168K 0.04% +1,500 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 13,249 $168K <0.01% 0 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 12,730 $167K 0.03% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 13,096 $166K 0.01% +386 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 12,950 $165K 0.01% +68 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 12,461 $158K <0.01% +54 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 12,125 $154K 0.03% +91 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 12,088 $154K <0.01% -416 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,895 $151K <0.01% -5,039 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,867 $151K 0.01% +143 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 11,776 $147K 0.02% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 11,401 $145K <0.01% +10,192 13F-HR/A Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 11,100 $141K 0.07% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 11,018 $140K <0.01% -182 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 10,845 $138K 0 Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 10,669 $136K 0.06% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 10,576 $134K 0.02% 0 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 10,448 $133K 0.04% +284 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 10,399 $132K 0.03% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 10,161 $129K 0.03% -22,530 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 10,043 $128K 0.03% new 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 10,038 $128K 0.02% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 10,000 $127K 0.01% new 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 10,000 $127K 0.03% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,300 $118K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 7,000 $89K <0.01% -1,000 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,266 $81.6K <0.01% -128 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 6,271 $79.7K 0.05% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 6,000 $76.3K <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,362 $68.2K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,271 $67K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,000 $63.5K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,358 $55.4K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,775 $48K <0.01% -100 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 3,338 $42.4K 0.02% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 3,000 $38.1K 0.02% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,374 $30K <0.01% -257 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,350 $29.9K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,195 $27.9K <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,922 $24.4K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,819 $23.1K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. 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